Deferred Income Automation
Deferred income is used for sales documents where the invoice is created in advance of receiving the products or services.
Deferred income can be used on Sales invoices and Cash sales.
For more information on setting up Deferred Income please see Deferred income.
Note
To view the legacy version, please select Legacy User Guide.
How to view Deferred Income
Viewing Deferred Income
As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Automations from the Document folder or enter Automations in the Search option.
This will then show the Automations on the system where normal customisation of Sets can be used.
Tip
To modify the columns displayed, select 
option on the right of the column display, then tick/untick the information you want to hide or display.
Select Deferred Income from the list of Automations.
Double click on the Deferred income to open up the details.
The criteria tab allows you to set some default criteria. Alternatively, you can enter the criteria when you run the deferred income automation.
Note
The deferred income automation can be scheduled to run in the Scheduler.
How to run Deferred Income
How to run Deferred income
Select Deferred Income from Viewing Deferred Income above.
Select, or Select and open, the Deferred Income then select Run.
Enter the automation criteria.
Date from: Select the earliest Document date that you wish to include.
Date to: Select the latest Document date that you wish to include.
Legal Entities: By filling this out the document automation will process the correct Document for the correct Legal Entity.
Currency: Select the correct Currency.
Customer: leave black to select all or select Customer(s) to restrict the deferred income automation.
'Submit' tick box: If this is ticked the automation will create the Deferred income and submit by selecting Submit.
Tip
If needed, multiple document automations can be made.
When you are happy with the selected criteria and setup, select Submit.
Note
The deferred income document(s) created can now be viewed in the Deferred income finder.
Select OK to continue working. Automation progress will show on the bottom left of the screen showing either In progress or Complete - see details in step 5 of How to run Automations.
Updated September 2026